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Private Wealth Associate Jobs in Raleigh, NC (NOW HIRING)

First Horizon Bank

Pega Sr. Developer

Raleigh, NC · On-site

$54.75 - $71.75/hr

... clients, communities and associates unlock their full potential with capital and counsel ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

First Horizon Bank

Universal Banker-Float

Raleigh, NC · On-site

$17.50 - $21.75/hr

Operational efficiency * Assist banking center associates with all aspects of daily operations as ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

First Horizon

Universal Banker-Float

Raleigh, NC · On-site

$17.50 - $21.75/hr

Operational efficiency * Assist banking center associates with all aspects of daily operations as ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

First Horizon Bank

Universal Banker-Float

Raleigh, NC · On-site

$17.50 - $21.75/hr

Operational efficiency * Assist banking center associates with all aspects of daily operations as ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

First Horizon Bank

Teller-Float

Cary, NC · On-site

$15 - $18.75/hr

... clients, communities and associates unlock their full potential with capital and counsel ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

First Horizon Bank

Teller-Float

Cary, NC · On-site

$15 - $18.75/hr

... clients, communities and associates unlock their full potential with capital and counsel ... commercial, private banking, consumer, small business, wealth and trust management, retail ...

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Showing results 21-40

All JobsPrivate Wealth Associate JobsPrivate Wealth Associate Jobs in Raleigh, NC

Private Wealth Associate information

See Raleigh, NC salary details

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How much do private wealth associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for private wealth associate in Raleigh, NC is $19.31, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $20.10 per hour, depending on experience, location, and employer.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP or CFA. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a competitive and rewarding career path in the finance industry.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What are popular job titles related to Private Wealth Associate jobs in Raleigh, NC?

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What cities near Raleigh, NC are hiring for Private Wealth Associate jobs?

Cities near Raleigh, NC with the most Private Wealth Associate job openings:

Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,171 per year, or $19.3 per hour.

Senior Corporate Client Specialist

First Horizon Bank

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Location:  On site at location listed in job posting

Summary

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.  

Responsibilities

  • Provide Commercial Lending Support to Commercial Relationship Managers
  • Review and Fund Loans
  • Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
  • Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency.
  • Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
  • Authorize payment and fees of commercial client overdrafts
  • Approve  and process commercial client’s withdrawals on lines of credit
  • Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
  • Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
  • Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
  • Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents

        Requirements

        • High school diploma or GED and 3 - 5 years experience in a Client Specialist position
        • 5+ years customer service experience in the banking industry
        • Proficiency with MS Office Suite

        About Us
        First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

        Benefit Highlights
        • Medical with wellness incentives, dental, and vision
        • HSA with company match
        • Maternity and parental leave
        • Tuition reimbursement
        • Mentor program
        • 401(k) with 6% match
        • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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